Allocator Solutions, LLC

RIASEC RegisteredEst. 2025

Total AUM

$514M

Discretionary

$514M

100% of AUM

Avg account

$171M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 337300
Registered since: July 8, 2025
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BOFA SECURITIES, INC., JULIUS BAER SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Charitable Organizations55.74%
Corporations / Businesses44.23%
Pooled Investment Vehicles0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allocator Solutions, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered (2025) and identifies its client base as institutional, though its advisory permissions include portfolio management for individuals, small businesses, and for businesses or institutions. It charges fees as a percentage of assets under management and is not positioned as an active ESG investor or a capital allocator. Filings indicate roles that include acting as an investment adviser and as a sponsor/GP/managing member of pooled investment vehicles.